VP has deep experience dealing with various brokerage platforms and delivering equity administration solutions to employees of large multi-national companies. Leveraging his unique combination of engineering, outsourcing, and brokerage expertise, he collaborates with his clients to address the challenges associated with implementing global equity plans and delivering automated solutions in a highly cost effective manner.
Previously, VP was Vice President with Morgan Stanley Smith Barney responsible for the implementation of new clients and as part of First Response Team to analyze any issues prior to sending to appropriate technology teams for further analysis and/or remediation. Prior to that, VP was the Director of Accounting and Tax Solutions with Stock & Option Solutions where he had built a suite of automated solutions for identifying and fixing issues related to the backdating of stock options as well as ongoing tracking of issue grants until they are all settled. At Cisco, VP was the manager for Stock Administration Operations. He was also responsible for in-house stock administration system in a multi-broker environment. He was the lead for SOX processes, and managed the transition of one broker with another. VP had also served on Client Advisory Board and/or Client User Board with Smith Barney and UBS Financial Services while at Cisco. VP also has extensive experience assisting client tax and accounting teams with reports related to tracking APB25, FAS123R, DTA/APIC, expensing and dilution forecasts, and Options/Restricted/ESPP valuations.